TM Client Support Specialist I

Cadence Bank
United States, Georgia, Atlanta
Dec 24, 2024
Description What The Role Is The Client Support Partner role will be involved with the sales and support of Treasury Management products to high profile internal clients. The CSP II will assist high profile clients with routine sales inquiries; assist in the preparation of proposals and cross sell the existing client portfolio. Success in this role requires the ability to provide a high level of customer service and satisfaction. Critical attributes in this position include having high attention to detail and timeliness and being able to provide accurate documentations, while thoroughly understanding our internal systems. Successful incumbents possess written and verbal communications skills, sales and relationship management skills, analytical and problem-solving skills, as well as organizational and time management skills. Must demonstrate adaptability and flexibility in process, technology and industry. How You will Make an Impact Coordinate execution of all necessary implementation agreements, contracts, and documents Submit paperwork and communicate back to the client on status of implementation Identifies diagnoses and resolves client issues; engages business partners and communicates with customer, TM Sales Officer and/or Relationship Manager. Proactively identifies, evaluates, recommends and implements changes to operational processes/procedures resulting in departmental efficiencies. Serve as a point of escalation on behalf of the client to ensure timely issue resolution Identifying cross sell opportunities that will benefit our existing clients. Work with vendors when applicable for third party services Must be able to independently manage workflow and expectations of the role with little oversight. Keeps management informed of area activities and of any significant problems. Who You Are Excellent interpersonal skills to build and maintain effective relationships. Strong organizational and follow up skills. Business professional with integrity, trustworthy, honest and able to handle confidential information. 2-5 years Treasury Management experience Advanced knowledge of Banking and Treasury Management If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply. Qualifications Behaviors Team Player - Works well as a member of a group Motivations Self-Starter - Inspired to perform without outside help Education Bachelors of Finance (preferred) High School (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)